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Consultiva Wealth Management’s Allstate ALL Stock Holding History

Consultiva Wealth Management’s Portfolio ALL Stock Details ALL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$16.4K Hold
79
– – 0.05% 176
2025
Q4 		$16.4K Hold
79
– – 0.05% 174
2025
Q3 		$17K Hold
79
– – 0.05% 179
2025
Q2 		$15.9K Hold
79
– – 0.05% 184
2025
Q1 		$16.4K Hold
79
– – 0.06% 176
2024
Q4 		$15.2K Buy
+79
New +$15.3K 0.08% 111

Other funds holding ALL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Consultiva Wealth Management's ALL Position: Q1 2026 in Review

Consultiva Wealth Management held its Allstate (ALL) position steady in Q1 2026 at 79 shares worth $16.4K. The position accounts for 0.05% of the portfolio, ranked #176.

Consultiva Wealth Management first reported a position in ALL in Q4 2024 and has held it in 6 quarters since. The position peaked at $17K in Q3 2025. 1,677 funds tracked by Wall St. Rank hold ALL as of Q1 2026.

  • Consultiva Wealth Management held 79 shares of Allstate worth $16.4K as of Q1 2026.
  • Consultiva Wealth Management left its Allstate share count unchanged in Q1 2026.
  • Allstate made up 0.05% of Consultiva Wealth Management's portfolio in Q1 2026, its #176 holding.
  • Consultiva Wealth Management first reported a position in Allstate in Q4 2024 and has held it in 6 quarters since.
  • Consultiva Wealth Management's Allstate position peaked at $17K in Q3 2025.
  • 1,677 funds tracked by Wall St. Rank held Allstate as of Q1 2026.

Based on Consultiva Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.